As a Property Manager or Operator using PlacePay you can set up your employees/team members with their own PlacePay user accounts. This will allow your team members to receive the same email notifications that you do. They will also have the ability to research transactions, initiate refunds, and add new accounts.
If you would prefer that an employee only has the ability to research transactions but you don't want them to be able to make any changes or initiate refunds, simply email email@example.com and provide the name and email address that you would like added as a "read-only user". Specify which accounts this read-only-user should be able to see, otherwise, they will default to have access to all Payees/Locations.
To add users yourself follow these steps:
1) Click on your name in the top right corner of your dashboard and select "Edit Your Settings" to open your Settings Window. Then select the "User" tab.
2) Click the green "Add User" button, enter the name and email of the team member and select which accounts they should have access to.
When you click "Add" the new user will receive an email from firstname.lastname@example.org with a link to reset their password and log into their dashboard. As soon as they are added they will start receiving email alerts regardless.
NOTE FOR INTEGRATED CUSTOMERS:
If you integrate PlacePay with any other software, you will see one or more user accounts already connected to your dashboard with @placepay.com email addresses. These accounts are what we use to connect different integrations. It is important to leave these users alone and do not attempt to remove access to any user accounts that have a placepay.com email address.
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